GeoEconomics Commentary & Analysis

We offer real-time analysis and commentary on a range of economic issues including international trade, economic sanctions, the European economy, and inclusive growth.

New Atlanticist

Oct 13, 2021

The IMF needs to prepare for the post-COVID world

By Martin Mühleisen

The institution has shifted its focus toward climate policy and development finance in the last two years, but it should not stray from its global stability mandate.

Economy & Business International Financial Institutions

Blog Post

Oct 12, 2021

To Bailout or not? This is Xi’s question.

By Amin Mohseni-Cheraghlou

President Xi is concerned about growing wealth and income inequality in China. The Evergrande crisis could nevertheless challenge his determination to address this inequality, a considerable portion of which has been fueled by rising wealth disparities in the housing sector.

China Economy & Business

Blog Post

Oct 6, 2021

Geopolitical change and the emergence of Chinese banking

By Elmar Hellendoorn

Although China's "Big 4" state banks remain focused on supporting domestic Chinese growth and consumption for now, they are also increasingly active across international borders. Their global expansion could seriously challenge the primacy of Western banks and may thus have geopolitical reverberations.

China Economy & Business

New Atlanticist

Oct 5, 2021

Kishidanomics: Investing in Japan’s green, digital future

By Alexis Crow

Newly minted Prime Minister Fumio Kishida is hoping to kickstart a "virtuous cycle of growth" with public and private investment.

Digital Policy Economy & Business

The Big Story

Oct 5, 2021

The 2021 Economic Scorecard: How China stacks up with the US and its allies

By Josh Lipsky

With China, the story is never so simple. The truth is that China still hasn’t decided which direction its economy is ultimately headed. And we need a credible way to track its trajectory.

China Economy & Business

Report

Oct 5, 2021

China Pathfinder: Annual Scorecard

By GeoEconomics Center and Rhodium Group

Over the past eight months, teams from the Atlantic Council and Rhodium Group have taken a dive into China’s economy to address a fundamental question: Is China becoming more or less like other open-market economies? 

China European Union

Blog Post

Oct 1, 2021

A Digital Asset Bill of Rights

By Michael Greenwald

Even though some may say the UN is not as effective as it was set to be, its soft power continues playing a substantial role in shaping our international community. The US government should take the lead in developing The Digital Asset Bill of Rights for Non-Authoritarian Countries to set internationally the founding principles for understanding the future of modern stores of value and means of exchange.

Digital Currencies Digital Policy

Blog Post

Sep 27, 2021

Inclusive growth needs financial inclusion. Can central bank digital currency help?

By Amin Mohseni-Cheraghlou

1.7 billion adults remained unbanked as per the 2017 wave of Findex dataset, with large disparities in financial inclusion still existing across countries, gender, income, education, and rural-urban lines. CBDCs have the potential to enhance financial inclusion and reduce these disparities.

Digital Currencies Economy & Business

New Atlanticist

Sep 21, 2021

Evergrande’s place in China’s house of cards

By Jeremy Mark

The market uncertainty around China's teetering property giant is decidedly political, a reflection of President Xi Jinping's shifting policies.

China East Asia

EconoGraphics

Sep 17, 2021

Global Sanctions Dashboard: Summer edition

By Julia Friedlander, Michael Albanese and Castellum.AI

Current state of sanctions against the Taliban, China’s use of its Anti-Foreign Sanctions Law, and combating corruption through sanctions.

Afghanistan Belarus